Property& Casualty, Life /Insurance Service and Sales Agent
Job description
Position Overview
Calling all licensed candidates who have worked in a major Insurance Agent office for a minimum of one to three years.
We have a large number of clients located across the US who are interested in getting
support for their offices with service work. However, they require candidates that have experience
working on their systems.
Please note: For legal & liability reasons, successful candidates will be required to have/obtain
insurance licenses for the states that their Agents are located in.
BENEFITS:
? There is no sales pressure since there are no sales targets
? You will only work on service work required by the Agent's team
? You can work from anywhere in the US -- no need to commute to an office
? You can work either part-time or full-time hours
RESPONSIBILITIES:
? Processing of payments, Follow ups with clients for overdue payments
? Sending necessary documents to customers and upload them to Necho upon customer
completion
? Updating odometer readings and following up on drive safe and save setups
? Maintenance of meticulous notes in the system
? Updating financial cards
? Collecting information like drivers licenses for MVR No hit's etc. in underwriting - folders
and sending it to your agent
? Upselling from BOD Service tasks
? Putting in a Policy Transaction (PT) for the information collected in underwriting folders
? Answering phone calls during allocated times
REQUIREMENTS:
? You have valid work authorization.
? You are able to work Monday to Friday.
? Prior service experience
? Be willing to get an Insurance Producer's license in the State that their Agent/s are located.
The kind of person we are wanting to bring in to the team
? Maintain a strong work ethic with a commitment to success for the business.
? Can communicate clearly, professionally and empathetically on every interaction.
? Enthusiastic about the role insurance and financial products play in helping people manage
the risks of everyday life, recover from the unexpected, and realize their dreams
? People-oriented -- You love to help people
? Proven ethical behaviour
? Is organized, detail oriented and can multi-task
? Self-sufficiency and problem solver with a high degree of autonomy Resourceful to know
where to find answers
? Ability to work in a team environment
? Desire to learn
If this sounds like a role that you would be interested in understanding more about, we would love
to speak to you!
If you can see yourself in this role, we would love to see your application. We will only follow up with
you if you have progressed to the next round in the interview process.
Job Types: Full-time, Part-time
Pay: $18.00 - $23.00 per hour (Pay range may be higher depending on your experience and
qualification)
Expected hours: 20 40 per week
Benefits:
? Flexible schedule
Shift:
? Day shift
Language:
? any other languages fluently? If so, which languages (Preferred)
License/Certification:
? Property & Casualty License (Required)
? Life & Health Insurance License (Required)
Work Location: Remote
In case you are interested then let me know what time you are available to speak with me.
Job Types: Full-time, Part-time
Pay: $19.00 - $24.00 per hour
Expected hours: 20 40 per week
Benefits:
401(k)
Health insurance
Shift:
8 hour shift
License/Certification:
Insurance Producer License (Required)
Property & Casualty License (Required)
Life & Health Insurance License (Required)
Work Location: Remote
Apply Now
Position Overview
Calling all licensed candidates who have worked in a major Insurance Agent office for a minimum of one to three years.
We have a large number of clients located across the US who are interested in getting
support for their offices with service work. However, they require candidates that have experience
working on their systems.
Please note: For legal & liability reasons, successful candidates will be required to have/obtain
insurance licenses for the states that their Agents are located in.
BENEFITS:
? There is no sales pressure since there are no sales targets
? You will only work on service work required by the Agent's team
? You can work from anywhere in the US -- no need to commute to an office
? You can work either part-time or full-time hours
RESPONSIBILITIES:
? Processing of payments, Follow ups with clients for overdue payments
? Sending necessary documents to customers and upload them to Necho upon customer
completion
? Updating odometer readings and following up on drive safe and save setups
? Maintenance of meticulous notes in the system
? Updating financial cards
? Collecting information like drivers licenses for MVR No hit's etc. in underwriting - folders
and sending it to your agent
? Upselling from BOD Service tasks
? Putting in a Policy Transaction (PT) for the information collected in underwriting folders
? Answering phone calls during allocated times
REQUIREMENTS:
? You have valid work authorization.
? You are able to work Monday to Friday.
? Prior service experience
? Be willing to get an Insurance Producer's license in the State that their Agent/s are located.
The kind of person we are wanting to bring in to the team
? Maintain a strong work ethic with a commitment to success for the business.
? Can communicate clearly, professionally and empathetically on every interaction.
? Enthusiastic about the role insurance and financial products play in helping people manage
the risks of everyday life, recover from the unexpected, and realize their dreams
? People-oriented -- You love to help people
? Proven ethical behaviour
? Is organized, detail oriented and can multi-task
? Self-sufficiency and problem solver with a high degree of autonomy Resourceful to know
where to find answers
? Ability to work in a team environment
? Desire to learn
If this sounds like a role that you would be interested in understanding more about, we would love
to speak to you!
If you can see yourself in this role, we would love to see your application. We will only follow up with
you if you have progressed to the next round in the interview process.
Job Types: Full-time, Part-time
Pay: $18.00 - $23.00 per hour (Pay range may be higher depending on your experience and
qualification)
Expected hours: 20 40 per week
Benefits:
? Flexible schedule
Shift:
? Day shift
Language:
? any other languages fluently? If so, which languages (Preferred)
License/Certification:
? Property & Casualty License (Required)
? Life & Health Insurance License (Required)
Work Location: Remote
In case you are interested then let me know what time you are available to speak with me.
Job Types: Full-time, Part-time
Pay: $19.00 - $24.00 per hour
Expected hours: 20 40 per week
Benefits:
401(k)
Health insurance
Shift:
8 hour shift
License/Certification:
Insurance Producer License (Required)
Property & Casualty License (Required)
Life & Health Insurance License (Required)
Work Location: Remote
Apply Now